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Posterity
AdvisoryAI
Best for
Not mentioned.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles, plus MPS and DFM research over 120+ DFMs.
Advice-tuned transcription with objectives, action points, risk profiling, and vulnerability flags.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
AI generation from the firm's own templates. Suitability letters and annual reviews.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Per-meeting compliance flags and adviser-level compliance status. Firm-level Consumer Duty board reporting not mentioned.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Not mentioned.
AI builds a prep pack from your back-office data and previous transcripts.
Intelliflo confirmed as an Integrated Partner. No other integrations mentioned.
Intelliflo, Plannr, Curo, XPlan available.
Virtual meetings via web platform.
Zoom, Teams, and Google Meet available.
iOS and Android both confirmed.
iOS and Android, for recording in-person meetings, with automatic sync.
"Private AI" and "secure and compliant" language used. No third-party certifications published.
UK GDPR compliant, with UK data residency.
Not mentioned.
SOC 2 Type II in progress.
No ISO 27001 or FCA engagement mentioned.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Sales-gated, no public pricing.
Per module, per user.
Sales-gated, no public pricing. Contact form required to see any pricing.
Meeting notes £99, suitability £299, compliance £99.
Not mentioned.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Document generation from the firm's own existing templates.
AdvisoryAI expert team rebuilds your existing templates for you.
Not mentioned.
Dedicated support during UK office hours.
Not mentioned.
Dedicated account manager through onboarding.
Not mentioned beyond template-based document generation framing.
Our team builds your templates, connects your back-office, and provides training for every role.
What choosing AdvisoryAI means for your firm
case studies
What advisers say about AdvisoryAI
Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin
how to switch
Switching from Posterity? Here's how.
Migration support included:
Posterity data export
Template rebuild from your existing outputs
Intelliflo / Plannr / Curo / XPlan integrations
Training for advisers and paraplanners
Dedicated CSM through cutover
1
Week 1
Demo and scope
Free demo using your firm's own templates and back-office data. Scope confirmed in writing.
2
Week 2-3
Template build and back-office connect
We rebuild your templates inside AdvisoryAI and connect all four back-office systems, the integrations Posterity lacks beyond Intelliflo.
3
Week 4
Live in your firm
Cutover with a dedicated CSM. Training for advisers, paraplanners, compliance, and admin in parallel.
As featured in
FAQs
Why should we choose AdvisoryAI over Posterity?
How does migration from Posterity work?
Posterity does meeting notes and fact-find sync well. Why AdvisoryAI?
Can we run both AdvisoryAI and Posterity during transition?
What happens to our Posterity data and templates?
How long does onboarding take?
Is our client data secure and where is it stored?
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For questions or partnerships,
contact us at team@advisoryai.com
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